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State Street Health Care Select Sector SPDR ETF

1,729 hedge funds and large institutions have $30.6B invested in State Street Health Care Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 672 increasing their positions, 617 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 71

10% more capital invested

Capital invested by funds: $27.8B → $30.6B (+$2.82B)

7% more funds holding in top 10

Funds holding in top 10: 106113 (+7)

4% more funds holding

Funds holding: 1,6641,729 (+65)

2.34% more ownership

Funds ownership: 70.96%73.3% (+2.3%)

9% more repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 617

26% less call options, than puts

Call options by funds: $1.98B | Put options by funds: $2.66B

Holders
1,729
Holders Change
+65
Holders Change %
+3.91%
% of All Funds
24.82%
Holding in Top 10
113
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.6%
% of All Funds
1.62%
New
155
Increased
672
Reduced
617
Closed
71
Calls
$1.98B
Puts
$2.66B
Net Calls
-$685M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
1551
Resources Management Corp
Connecticut
$109K
EW
1552
Element Wealth
Mississippi
$109K -$3.03K -20 -3%
POIA
1553
Pin Oak Investment Advisors
Texas
$106K +$53.2K +351 +102%
MTIM
1554
Marathon Trading Investment Management
Pennsylvania
$106K +$104K +687 New
AIC
1555
Archer Investment Corporation
Indiana
$105K +$33.5K +221 +48%
UIA
1556
Ulland Investment Advisors
Minnesota
$103K
NRC
1557
New Republic Capital
North Carolina
$98.1K -$4.55K -30 -4%
CPG
1558
Cornerstone Planning Group
New Jersey
$98.1K -$12.1K -80 -11%
Kayne Anderson Rudnick Investment Management
1559
Kayne Anderson Rudnick Investment Management
California
$97K +$75.8K +500 +385%
AIP
1560
Ameritas Investment Partners
Nebraska
$96.9K -$5.15K -34 -5%
MPCG
1561
Matrix Private Capital Group
New York
$96.9K +$9.25K +61 +11%
PCTC
1562
Perkins Coie Trust Company
Washington
$96.6K
SAM
1563
Smartleaf Asset Management
Massachusetts
$96.1K +$5.91K +39 +7%
BCV
1564
Banque Cantonale Vaudoise
Switzerland
$95K +$12K +79 +15%
NFA
1565
Northwest Financial Advisors
Virginia
$94.7K +$93.2K +615 New
CSB
1566
City State Bank
Iowa
$92.9K +$3.79K +25 +4%
HPC
1567
HM Payson & Co
Maine
$92.4K
USB
1568
Union Savings Bank
Connecticut
$92.4K
NCM
1569
Northwest Capital Management
Oregon
$90.9K
HWA
1570
HHM Wealth Advisors
Tennessee
$90.3K +$42.4K +280 +92%
PWA
1571
Provenance Wealth Advisors
Florida
$89.6K
BC
1572
Barrett & Company
Rhode Island
$86.7K +$6.06K +40 +8%
SIS
1573
Sound Income Strategies
Florida
$86.7K +$15.8K +104 +23%
ITIM
1574
Indiana Trust & Investment Management
Indiana
$85.9K +$2.12K +14 +3%
DAM
1575
Delta Asset Management
Tennessee
$85K

XLV Hedge Fund Activity: Q3 2024 in Review

1,729 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q3 2024, worth a combined $30.6B — up 10% from $27.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new XLV positions and 71 closed out — a net gain of 84 holders — while 672 added to existing stakes and 617 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $505M. The largest seller was Bank of America, cutting an estimated $234M.

  • 1,729 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q3 2024, up from 1,664 in Q2 2024.
  • Funds reported $30.6B of State Street Health Care Select Sector SPDR ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 155 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q3 2024 and 71 closed out, a net change of +84 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q3 2024 was Goldman Sachs, an estimated $505M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q3 2024 was Bank of America, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2024.